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Victory Portfolios II VictoryShares Short-Term Bond ETF
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Overview Fund Activity

111 hedge funds and large institutions have $856M invested in Victory Portfolios II VictoryShares Short-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
1.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.18%
New
18
Increased
56
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Amplius Wealth Advisors
Pennsylvania
+$31.6M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$23.2M
3
SFG
Stonebridge Financial Group
Pennsylvania
+$12.6M
4
LPL Financial
LPL Financial
California
+$12.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$9.58M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$5.42M
2
B
Bensler
Washington
-$1.04M
3
MA
MONECO Advisors
Connecticut
-$870K
4
MCC
Money Concepts Capital
Florida
-$766K
5
SIMC
Squire Investment Management Company
Utah
-$618K
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
26
Smith Thornton Advisors
Alabama
$7.11M +$3.26M +64,311 +84%
PWMG
27
Pinnacle Wealth Management Group
Michigan
$7.04M +$194K +3,825 +3%
AWM
28
Avaii Wealth Management
Wisconsin
$6.55M +$6.55M +129,239 New
Osaic Holdings
29
Osaic Holdings
Arizona
$6.29M -$5.42M -107,055 -46%
MTWM
30
Masso Torrence Wealth Management
New Jersey
$6.15M +$849K +16,759 +16%
UBS Group
31
UBS Group
Switzerland
$5.99M +$350K +6,903 +6%
QWM
32
Quadcap Wealth Management
Texas
$5.47M +$382K +7,547 +8%
MCA
33
Midwest Capital Advisors
Michigan
$4.82M +$157K +3,107 +3%
CFD
34
Creative Financial Designs
Indiana
$4.53M +$50K +988 +1%
DC
35
Darrow Company
Massachusetts
$3.97M +$787K +15,543 +25%
Jane Street
36
Jane Street
New York
$3.65M +$2.64M +52,185 +262%
NFG
37
Nations Financial Group
Iowa
$3.49M +$590K +11,654 +20%
LWM
38
Lakeridge Wealth Management
Ohio
$3.15M +$3.15M +62,225 New
AWS
39
Atria Wealth Solutions
New York
$3.05M +$466K +9,206 +18%
Mariner
40
Mariner
Kansas
$2.93M -$486K -9,594 -14%
KWM
41
Kingsview Wealth Management
Oregon
$2.92M +$702K +13,852 +32%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.78M +$411K +8,116 +17%
SIC
43
Samalin Investment Counsel
New York
$2.64M -$117K -2,306 -4%
IWC
44
Integrated Wealth Concepts
Massachusetts
$2.6M +$298K +5,885 +13%
MFG
45
Merit Financial Group
Georgia
$2.53M -$235K -4,642 -8%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$2.44M +$2.21M +43,729 +1,001%
AI
47
Atria Investments
North Carolina
$2.12M -$395K -7,791 -16%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.09M +$842K +16,633 +68%
AAS
49
Ameritas Advisory Services
Nebraska
$1.91M +$42.8K +846 +2%
ERWM
50
Elk River Wealth Management
Colorado
$1.84M +$62.4K +1,231 +3%
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